McDonald's Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 118k | 303.89 |
| 2025-06-30 | $34M | 115k | 292.17 |
| 2025-03-31 | $36M | 115k | 312.37 |
| 2024-12-31 | $32M | 110k | 289.89 |
| 2024-09-30 | $35M | 113k | 304.51 |
| 2024-06-30 | $27M | 104k | 254.84 |
| 2024-03-31 | $27M | 96k | 281.95 |
| 2023-12-31 | $26M | 87k | 296.51 |
| 2023-09-30 | $21M | 79k | 263.44 |
| 2023-06-30 | $3.5M | 12k | 298.41 |
| 2023-03-31 | $3.4M | 12k | 279.62 |
| 2022-12-31 | $3.0M | 12k | 263.53 |
| 2022-09-30 | $2.9M | 12k | 230.77 |
| 2022-06-30 | $3.0M | 12k | 246.87 |
| 2022-03-31 | $3.0M | 12k | 247.25 |
| 2021-12-31 | $3.2M | 12k | 268.06 |
| 2021-09-30 | $2.9M | 12k | 241.11 |
| 2021-06-30 | $2.7M | 12k | 231.00 |
| 2021-03-31 | $2.5M | 11k | 224.14 |
| 2020-12-31 | $2.2M | 10k | 214.60 |
| 2020-09-30 | $2.0M | 9.2k | 219.50 |
| 2020-06-30 | $1.7M | 27k | 62.67 |
| 2020-03-31 | $1.4M | 8.6k | 165.36 |
| 2019-12-31 | $1.6M | 8.2k | 197.62 |
| 2019-09-30 | $1.6M | 7.3k | 214.72 |
| 2019-06-30 | $1.2M | 5.7k | 207.65 |
| 2019-03-31 | $759k | 4.0k | 189.90 |
| 2018-12-31 | $636k | 3.6k | 177.41 |
| 2018-09-30 | $579k | 3.5k | 167.20 |
| 2018-06-30 | $543k | 3.5k | 156.80 |
| 2018-03-31 | $541k | 3.5k | 156.22 |
| 2017-12-31 | $595k | 3.5k | 172.21 |
| 2017-09-30 | $540k | 3.4k | 156.84 |
| 2017-06-30 | $512k | 3.3k | 153.16 |
| 2017-03-31 | $433k | 3.3k | 129.52 |
| 2016-12-31 | $407k | 3.3k | 121.75 |
| 2016-09-30 | $521k | 4.5k | 115.24 |
| 2016-06-30 | $688k | 5.7k | 120.26 |
| 2016-03-31 | $635k | 5.1k | 125.69 |
| 2015-12-31 | $598k | 5.1k | 118.37 |
| 2015-09-30 | $511k | 5.2k | 98.46 |
| 2015-06-30 | $478k | 5.0k | 95.35 |
| 2015-03-31 | $518k | 5.3k | 97.50 |
| 2014-12-31 | $497k | 5.3k | 93.54 |
| 2014-09-30 | $295k | 3.1k | 95.19 |
| 2014-06-30 | $244k | 2.4k | 100.99 |
| 2014-03-31 | $236k | 2.4k | 97.68 |
| 2013-12-31 | $234k | 2.4k | 96.85 |